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Root Financial Partners’s Phreesia PHR Stock Holding History

Root Financial Partners’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-78
Closed -$654 – 2402
2026
Q1 		$654 Buy
+78
New +$1.03K ﹤0.01% 2773

Other funds holding PHR

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Root Financial Partners's PHR Position: Q2 2026 in Review

Root Financial Partners sold out of Phreesia (PHR) in Q2 2026, closing a stake of 78 shares — an estimated $654 sold.

Root Financial Partners first reported a position in PHR in Q1 2026 and held it in 1 quarter. The position peaked at $654 in Q1 2026. 42 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Root Financial Partners reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 78 Phreesia shares in Q2 2026, an estimated $654.
  • Root Financial Partners first reported a position in Phreesia in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Phreesia position peaked at $654 in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.